🚨 The Ethereum ETF Gap: A Setup for a Big Move?
The ETH ETF is finally showing signs of life:
• Net flows have turned positive, totaling $469M.
• But this represents just 1.7% of Bitcoin’s ETF net flows.
That gap feels unsustainable. Why? Let’s break it down 👇
Ethereum’s fundamentals are too strong to ignore. Compared to Bitcoin, Ethereum:
1️⃣ Has 20% of Bitcoin’s market value today.
2️⃣ Boasts 2x Bitcoin’s on-chain users.
3️⃣ Is a hub for institutions building “on top” of it.
4️⃣ Provides greater capital efficiency through its utility.
5️⃣ Offers yield to token holders.
In the last cycle:
• Bitcoin broke its all-time high in Q4 2020.
• Ethereum followed in Q1 2021, rallying 5.4x in the first 4 months of the year.
Today’s ETF flows and Ethereum’s position feel familiar. Could we see a similar delayed but explosive move?
The ETH ETF is the Catalyst
The ETF narrative is just beginning for Ethereum. With such a wide gap in net flows compared to Bitcoin, a shift feels inevitable.
Are we setting up for ETH’s next major breakout? Let me know your thoughts! 👇